NASDAQInformation TechnologyInformation Technology ServicesSnapshot 2026-07-07
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Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 13 valuation methods, at three horizons. Current price $139.23. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $139 CDW trades at 14× p/e, below its 51× p/e peer median. Our $186 fair value sits well above the price. We hold it with low confidence: our number sits above the analyst range and the peer anchor overstates how cheap it looks. Analysts target $123–$170. Note: our $186 fair value sits above the entire analyst range ($123–$170). Not investment advice.
$123.00 – $170.00 (median $147.00) · 5 analysts · as of 2026-06-23
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $10.12/sh owner earnings.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $147.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $148.68 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $126.84 | — | — | Hist. CAGR | high |
| graham number | 12M | $67.16 | — | — | TTM | high |
| Mgmt guidance | 12M | $144.68 | 50.9 | 2.84 | Mgmt | high |
| Peer EV/EBITDA | 12M | $330.65 | 25.4 | 14.65 | TTM | high |
| Peer P/FCF | 12M | $280.38 | 33.7 | 8.31 | TTM | high |
| Peer P/E | 12M | $517.60 | 50.9 | 10.16 | TTM | high |
| Peer P/S | 12M | $1303.50 | 7.4 | 176.87 | TTM | high |
| PEG | 12M | $171.26 | 16.9 | 10.16 | TTM | high |
| residual income | 12M | $56.01 | — | — | TTM | high |
| Own P/E history | 12M | $170.31 | 16.8 | 10.16 | TTM | high |
| triangulated | 12M | $531.48 | 50.9 | 10.43 | Triangulated | high |
| Mgmt guidance | 3Y | $194.01 | 50.9 | 3.81 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $250.97 | 33.7 | 7.44 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $639.19 | 50.9 | 12.55 | Analyst | medium |
| PEG | 3Y | $211.49 | 16.9 | 12.55 | Analyst | medium |
| Own P/E history | 3Y | $210.32 | 16.8 | 12.55 | Analyst | medium |
| Mgmt guidance | 5Y | $235.92 | 50.9 | 4.63 | Mgmt(prov.) | high |
| Peer P/FCF | 5Y | $233.10 | 33.7 | 6.91 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $694.82 | 50.9 | 13.64 | Analyst | high |
| PEG | 5Y | $229.89 | 16.9 | 13.64 | Analyst | high |
| Own P/E history | 5Y | $228.62 | 16.8 | 13.64 | Analyst | high |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
